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Strive 1000 Value ETF

24 hedge funds and large institutions have $50.9M invested in Strive 1000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $39.8M → $50.9M (+$11M)

19.31% more ownership

Funds ownership: 67.33%86.64% (+19%)

4% more funds holding

Funds holding: 2324 (+1)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
11
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
1
Holistic Planning
Texas
$17.5M +$770K +25,109 +4%
AIM
2
Advyzon Investment Management
Illinois
$11.8M +$12.2M +398,821 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.84M +$98.8K +3,221 +2%
WP
4
WealthPLAN Partners
Nebraska
$4.91M +$244K +7,936 +5%
OC
5
OxenFree Capital
Florida
$3.63M +$213K +6,946 +6%
EFG
6
Everhart Financial Group
Ohio
$1.28M -$1.96K -64 -0.1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.2M +$107K +3,478 +9%
SF
8
Safeguard Financial
Wisconsin
$834K +$5.49K +179 +0.6%
PCMU
9
Paragon Capital Management (Utah)
Utah
$634K -$12.6K -411 -2%
SG
10
StoneX Group
New York
$552K +$574K +18,711 New
EFS
11
Essex Financial Services
Connecticut
$468K -$5.03K -164 -1%
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$412K +$122K +3,975 +40%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$366K +$380K +12,400 New
Osaic Holdings
14
Osaic Holdings
Arizona
$288K +$22.2K +722 +8%
VVP
15
Venture Visionary Partners
Ohio
$285K
KAS
16
Kestra Advisory Services
Texas
$252K +$57.9K +1,887 +28%
HI
17
Harbour Investments
Wisconsin
$252K +$180K +5,858 +219%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$214K
ME
19
McIlrath & Eck
Washington
$68.4K
PCWA
20
Pacific Capital Wealth Advisors
California
$60.5K
CP
21
Castleview Partners
Texas
$16.2K
UBS Group
22
UBS Group
Switzerland
$1.39K +$1.44K +47 New
Morgan Stanley
23
Morgan Stanley
New York
$63 +$31 +1 +100%
Wells Fargo
24
Wells Fargo
California
$23 +$31 +1 New
GS
25
GTS Securities
New York
-$1.53M -50,451 Closed

STXV Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q4 2024, worth a combined $50.9M — up 28% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STXV positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Holistic Planning, adding an estimated $770K. The largest seller was GTS Securities, exiting entirely with an estimated $1.53M sold.

  • 24 institutional investors held Strive 1000 Value ETF (STXV) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $50.9M of Strive 1000 Value ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 5 funds opened new Strive 1000 Value ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Strive 1000 Value ETF buyer in Q4 2024 was Holistic Planning, an estimated $770K added.
  • The largest Strive 1000 Value ETF seller in Q4 2024 was GTS Securities, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2024.